Alpha Insights

The Alpha Investing quarterly letter outlining macroeconomic trends, asset updates, and our view on the current commercial real estate landscape.

Latest

Past Insights

senior living acquisition

Bottom of the Ninth
or New Normal?

While aware of increasingly divergent views and mixed signals about the trajectory of the market, we continue to believe in the opportunities offered by commercial real estate and in the calibre of the sponsors we elect to align ourselves with.

Discipline, Patience, and
Strict Standards

Patience and discipline remain at the core of our approach to uncovering attractive risk-adjusted returns with commercial real estate. Evaluating a range of opportunities and committing to those that fit our approach remains our discerning strategy.

Alpha Investing Year-End Update

Two investments in multifamily buildings and our third investment in a commercial real estate debt fund brought 2018 to a close for us at Alpha Investing. Despite volatility heading into 2019, our patient and disciplined approach will continue to guide our investment strategy.